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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,324 | $52,519-80.3% | $155,789-93.4% | $59,633-82.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 25.38% | 53.51%-28.1pp | 71.54%-46.2pp | 2041.45%-2016.1pp |
| Employer contribution / active EE | $8,333 | $1,589+424.4% | $3,839+117.1% | $2,203+278.3% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |